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Technology 6 November 2025 - 8 November 2025

Google Stock Today (7 Nov 2025): Alphabet (GOOGL, GOOG) slips as investors weigh YouTube–Disney carriage fight, new AI data‑center plan, and Europe expansion

Google Stock Today (7 Nov 2025): Alphabet (GOOGL, GOOG) slips as investors weigh YouTube–Disney carriage fight, new AI data‑center plan, and Europe expansion

Alphabet shares eased on Friday while a flurry of headlines from 6–7 November kept the stock in focus—from YouTube’s public carriage dispute with Disney to fresh data‑center plans in Australia and an upcoming “largest‑ever” investment announcement in Germany. Here’s the full wrap and what it means for GOOGL/GOOG.
Google Stock vs. Microsoft Stock in 2025 (through Nov. 7): Which Tech Titan Is Winning the AI Race?

Google Stock vs. Microsoft Stock in 2025 (through Nov. 7): Which Tech Titan Is Winning the AI Race?

Markets whipsawed after mega-cap earnings, but the scoreboard still shows Alphabet outpacing Microsoft for 2025 to date. Around Alphabet’s Oct. 29 report, multiple outlets pegged its YTD gain near ~45%, propelled by an AI-and-ads reacceleration and a clean beat. Microsoft’s ~29–30% YTD climb reflects continued Azure strength and enthusiasm around Copilot and OpenAI—tempered by capex scrutiny and post-earnings volatility. As of Nov. 7, both are off recent highs but remain standout performers among mega-cap tech. Investopedia+2Investopedia+2
AT&T (T) Stock Today, Nov. 7, 2025: Price Action, E‑Rate Trial Moves, iPhone Ad Ruling, and Open RAN Progress

AT&T (T) Stock Today, Nov. 7, 2025: Price Action, E‑Rate Trial Moves, iPhone Ad Ruling, and Open RAN Progress

AT&T traded narrowly lower this afternoon as investors digested a fresh legal development tied to school and library broadband subsidies, an advertising ruling about iPhone promotions, and new commentary on the company’s Open RAN rollout. Broader U.S. equities were also softer heading into the weekend, which kept a lid on telecom shares. AP News
7 November 2025
Meta (META) Stock Today, November 7, 2025: Shares Slip as $600B U.S. AI Buildout Meets Ad‑Fraud Furor

Meta (META) Stock Today, November 7, 2025: Shares Slip as $600B U.S. AI Buildout Meets Ad‑Fraud Furor

Meta Platforms traded lower again on Friday as investors weighed a massive new U.S. investment commitment for AI data centers against renewed scrutiny of the company’s advertising integrity. As of ~19:04 UTC, META changed hands near $613.64, with an intraday range of $601.20–$621.55 and a market cap around $1.85 trillion.
AMD Stock Today (Nov. 7, 2025): Shares Slip Again as Tech Valuation Jitters Persist; All Eyes on Nov. 11 Analyst Day

AMD Stock Today (Nov. 7, 2025): Shares Slip Again as Tech Valuation Jitters Persist; All Eyes on Nov. 11 Analyst Day

Summary — Advanced Micro Devices fell for a second straight session on Friday as a broad tech sell‑off weighed on AI‑exposed names. By the last trade published on Reuters, AMD was down ~3.6% near $229, after traversing an intraday range of $224.7–$234.8; Thursday’s close was $237.70. The stock now sits well below last week’s highs but remains within a 52‑week band of $76.5–$267.1. Reuters
7 November 2025
Amazon Stock Today, Nov 7, 2025: AMZN Slips as Amazon Launches ‘Bazaar’ Globally; Bezos Wins Appeal; EU Signals Softer AI Rules

Amazon Stock Today, Nov 7, 2025: AMZN Slips as Amazon Launches ‘Bazaar’ Globally; Bezos Wins Appeal; EU Signals Softer AI Rules

1) Amazon takes ultra‑low‑cost shopping global under new “Amazon Bazaar” brandAmazon expanded its low‑cost marketplace to 14 additional countries—including Hong Kong, the Philippines, Nigeria, and Taiwan—and will market the service as Amazon Bazaar, selling mostly sub‑$10 items shipped directly from merchants. Analysts say the push targets the same bargain segment fueled by Temu and Shein and could take years to reach profitability in new regions. Reuters
7 November 2025
IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited — the AI-focused data‑center operator formerly known as Iris Energy — is back in the spotlight today after reporting record fiscal Q1 FY26 results last night and riding momentum from a $9.7 billion, five‑year AI cloud contract with Microsoft announced earlier this week. Shares are volatile in Friday trading even as Compass Point doubled its price target to $105 on the company’s hyperscale AI build‑out. GlobeNewswire+2
Morgan Stanley: Apple Could Earn $133 Billion a Year From Humanoid Robots by 2040 — As Big as Today’s App Store

Morgan Stanley: Apple Could Earn $133 Billion a Year From Humanoid Robots by 2040 — As Big as Today’s App Store

Apple’s next multi‑billion‑dollar business may not live on a screen. A new Morgan Stanley research note making the rounds today projects that Apple could generate roughly $130–$133 billion in annual revenue from humanoid and home robotics by 2040, putting the category on par with the scale of today’s App Store and ahead of several existing hardware lines. The report—widely cited across financial and tech media—also sketches a likely first step: a tabletop, motorized home hub expected as early as 2027, paving the way for more capable robots later in the 2030s. Yahoo Finance+1
Dow Jones Today (Nov. 6, 2025): Stocks Slide as Tech Sells Off; Layoffs Surge and FAA Orders Flight Cuts Amid Shutdown

Dow Jones Today (Nov. 6, 2025): Stocks Slide as Tech Sells Off; Layoffs Surge and FAA Orders Flight Cuts Amid Shutdown

NEW YORK — Thursday, November 6, 2025. U.S. stocks fell sharply in late‑morning trading, with the Dow Jones Industrial Average down more than 400 points as renewed selling in mega‑cap tech weighed on the broader market. The Nasdaq led losses at nearly 2%, while the S&P 500 was lower by a little over 1%. Concerns over stretched AI‑linked valuations, a spike in announced layoffs, and mounting disruption from the federal shutdown kept risk appetite in check. MarketWatch+2The Wall Street Journal+2
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